Rebecca Thompson, CFP®
Wealth Advisor

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Rebecca Thompson is a Wealth Advisor in the Philadelphia, PA office, bringing both financial expertise and compassion to her work with clients navigating major life transitions. Whether you’re facing the loss of a spouse, adjusting to single life, or simply seeking more clarity and confidence in your financial future, Rebecca provides thoughtful, personalized guidance every step of the way.

With over 20 years of experience in the financial services industry, Rebecca partners with Beacon Pointe’s investment and planning teams to design customized strategies that align her clients’ wealth with their values. She believes that financial planning isn’t just about numbers, it’s also about peace of mind.

She is a frequent speaker and panelist on financial planning topics that impact women and families in transition, sharing insights to help empower and educate her community.

Rebecca holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned her bachelor’s degree in Leadership Development from Villanova University. She is a member of the Financial Planning Association (FPA), staying closely connected to the latest in fiduciary best practices and client advocacy.

Rooted in her local community of Lansdale, Pennsylvania, Rebecca serves on the Board of Manna on Main Street, a nonprofit organization that supports individuals experiencing food and financial insecurity. When she’s not helping clients or giving back, you can find her on the golf course, in the gym, or tending to her (very large) plant collection.